Canada-wide · From $99/mo
CRM Portal
01 — Overview
A full-featured CRM portal to manage your leads, bookings, reputation, social scheduling, documents, and automations — all in one place. Stop juggling five different tools. Starting at $99/month, or free when you bundle Social Media + SEO.
02 — What's Included
The Details
Lead Management Pipeline
Track every lead from first contact to closed deal with a visual pipeline. Never lose track of a prospect again.
Online Booking & Calendar
Clients book appointments directly from your website or Google. Syncs with your calendar and sends automatic reminders.
Social Media Scheduling
Schedule and publish posts to Facebook, Instagram, LinkedIn, Google Business Profile, and TikTok — directly from your portal. Plan your content calendar, preview posts, and publish across every major platform without leaving the dashboard.
Reputation Management
Automatically request Google reviews after every visit, monitor new reviews, and respond — all from one dashboard.
DocuSign & E-Signatures
Send contracts, agreements, and intake forms for electronic signature — right from the portal. Clients sign from their phone or computer, and you get a legally binding, time-stamped document back without printing a single page.
Automated Follow-Ups
Email and SMS sequences that nurture leads automatically. Set it once, and your pipeline never goes cold.
Two-Way SMS & Email
Text and email clients directly from the portal. Every conversation is logged and tied to the contact record.
Reporting Dashboard
See where your leads come from, how fast they convert, and which channels perform — real-time, no spreadsheets.
Website Chat Widget
A live chat widget for your site that captures leads and routes conversations straight into your CRM.
Invoicing & Payments
Send invoices, collect payments, and track outstanding balances — built into the same portal you already use.
Forms & Surveys
Build custom forms for lead capture, intake, feedback, or applications — embed them on your site or send direct links. Responses flow straight into your pipeline.
Missed-Call Text-Back
When you miss a call, the portal automatically texts the caller back within seconds. Captures leads you would have lost — no extra work from your team.
03 — Pricing
What It Costs
Published, plain pricing. No padded retainers, no surprises. All prices in CAD.
- CRM Portal From $99/mo
Full portal access, setup included
- Free with Bundle $0/mo
When you combine Social Media + SEO ($600/mo)
04 — How It Works
The Process
Setup
We configure your portal — pipeline stages, booking calendar, review requests, and automations — tailored to how your business actually works.
Onboard
We walk you through the dashboard, show you how to manage leads and conversations, and make sure your team is comfortable before going live.
Grow
As your business grows, we add automations, refine your pipeline, and make sure the portal scales with you — no extra charge for adjustments.
05 — FAQ
Common Questions
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How much does the CRM portal cost?
The CRM portal starts at $99/month with full access and setup included. Or get it free when you bundle Social Media Management and SEO together ($600/month combined).
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What is included in the CRM portal?
Lead pipeline, online booking, social media scheduling across Facebook, Instagram, LinkedIn, Google Business Profile, and TikTok, reputation management, DocuSign e-signatures for contracts, automated follow-ups, two-way SMS and email, reporting dashboard, website chat widget, invoicing, forms, and missed-call text-back — everything you need to run your business in one place.
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How do I get the CRM portal for free?
Sign up for both Social Media Management ($300/month) and SEO ($300/month) together, and the CRM portal — valued at $470/month — is included at no extra cost.
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Is there a setup fee?
No. Setup and onboarding are included. We configure the portal to match your business and walk your team through it before you go live.
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Can I use it without other OnePoint services?
Yes. The CRM portal is available as a standalone service starting at $99/month. The free bundle is a bonus for clients using both Social and SEO.
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Do I own my data?
Yes. Your contacts, conversations, and pipeline data belong to you. If you ever leave, we export everything for you.
06 — Further Reading
Related Guides
Ready when you are